Model three tax regimes in seconds, not spreadsheets.
Residency scenario modeling for HNW clients considering cross-border moves. Thirty-year wealth trajectory under worldwide, territorial, and split-residency regimes, layered with tier-adjusted burn and city-specific effective rates. Presented as a branded deliverable your client walks away with.
The Chen family
The family is considering three regime structures: remaining tax-resident in California; relocating to Singapore; or a split where Singapore serves as primary residence and Taipei as a secondary (sub-183-day) base. We model all three against a single affluent-tier lifestyle.
Which regime preserves the most wealth?
A brief your client actually reads.
White-labeled to your firm. Three-page executive summary, twelve pages of appendix: methodology, tax regime sources, city data notes, Monte Carlo assumptions.
The deliverable is the fee justification. Most advisors cannot produce something this tight without a week of analyst time. Wealth Fit generates it in under a minute, branded, ready to send.
For · The Chen family
Based on the family's $8.2M liquid position and target affluent-tier lifestyle, a Singapore-primary split-residency structure with Taipei as secondary base produces the strongest thirty-year wealth preservation outcome — a projected +$5.9M versus status quo California residence after conservative tax and investment-return assumptions.
Three regimes at once: worldwide, territorial, and configurable splits. Per-city effective rates pulled from the residency dataset, not textbook rack rates.
Thirty-year projection with configurable portfolio mix, sequence-of-returns risk, and your firm's in-house return assumptions plugged in.
Fifteen-page client brief. Your logo, colours, disclaimers, and advisor voice. Methodology on pages 4-12 so it survives scrutiny.
Seat licensing for boutique RIAs. Scenario runs unlimited; PDF exports unlimited.
Volume tier for firms that prefer transactional rather than subscription pricing.
API access, custom tax-regime plug-ins, firm-wide SSO, compliance review.
Run it on your next three clients.
Branded instance live in ten business days. Bring three HNW client scenarios. Generate three deliverables. Decide whether to license the engine for your team.